Shape client experiences at National Bank Trust as a Client Integration Advisor. Collaborate with teams to integrate clients and portfolio managers into bank systems effectively.
In this role, you will engage with institutional clients and portfolio managers, ensuring a smooth onboarding and transition process. Your responsibilities include assisting clients through key lifecycle events and collaborating with internal partners to enhance integration initiatives. Strong organizational and analytical skills are vital for supporting client experience and operational tasks.
Key Responsibilities:
• Assist with onboarding and offboarding clients strategically
• Collaborate with portfolio managers and operational teams
• Support documentation and process improvement initiatives
• Track project deliverables and timelines consistently
• Escalate issues and propose solutions when necessary
Requirements:
• Bachelor’s degree or equivalent relevant experience
• 2 to 4 ...